HEALTH RESEARCH INC POSTRETIREMENT HEALTH BENEFITS TRUST

Cite this

Plain text HEALTH RESEARCH INC POSTRETIREMENT HEALTH BENEFITS TRUST. furp.org, nonprofit organization profile, tax years 2014–2025. https://furp.org/org/health-research-inc-postretirement-health-benefits-trust-464309365. Retrieved 2026-10-26.

APA furp.org. (n.d.). HEALTH RESEARCH INC POSTRETIREMENT HEALTH BENEFITS TRUST [Nonprofit organization profile; tax years 2014–2025]. Retrieved October 26, 2026, from https://furp.org/org/health-research-inc-postretirement-health-benefits-trust-464309365

MLA “HEALTH RESEARCH INC POSTRETIREMENT HEALTH BENEFITS TRUST.” furp.org, tax years 2014–2025, https://furp.org/org/health-research-inc-postretirement-health-benefits-trust-464309365. Accessed 26 Oct. 2026.

Retrieved 2026-10-26; covers tax years 2014–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990 · revenue $12.1M · expenses $3.4M · assets $140.0M

Also known as
HEALTH BENEFIT TRUST
EIN
46-4309365
Address
150 BROADWAY RIVERVIEW CENTER 280, MENANDS, NY 12204-0000
Website
WWW.HEALTHRESEARCH.ORG
NTEE code
Y43
Exempt type
501(c)(9): voluntary employees' beneficiary association (trust)
Ruling date
March 2015 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
No
Cross-check
ProPublica Nonprofit Explorer

Mission

THE PLAN IS A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) PLAN ESTABLISHED TO REIMBURSE RETIREE MEDICAL EXPENSES TO ELIGIBLE EMPLOYEES OF HEALTH RESEARCH, INC.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

7 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Teresa Makarowsky CORPORATE CONTROLLER2015-2025 $231,239$2,026,741 2
Elizabeth Wood EXECUTIVE DIRECTOR2024-2025 $262,445$498,286 2
Michael Nazarko VICE PRESIDENT2021-2025 $10,500$45,150 2
Cheryl Mattox (former) EXECUTIVE DIRECTOR (THRU 9/2024)2014-2024 $211,996$2,248,324 2
Howard A Zucker Md (former) PRESIDENT2014-2021 $76,911$486,246 1
Barbara Ryan (former) EXECUTIVE DIRECTOR OF PLAN SPONSOR2014 $175,071$175,071 2
Nirav R Shah Md Mph (former) FORMER PRESIDENT2014 $28,060$28,060 2

Officers and directors, no compensation reported

20 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Andrew Ruby SECRETARY/TREASURER2020-2025 2 $0 reported 2
Tim Reynolds Cpa DIRECTOR2015-2025 0 $0 reported 2
Justin P Runke Esq DIRECTOR2017-2025 0 $0 reported 2
Mary Applegate DIRECTOR2021-2025 0 $0 reported 2
James V Mcdonald PRESIDENT2022-2025 2 $0 reported 2
Mary Beth Hefner DIRECTOR2024-2025 0 $0 reported 2
Russel Kuon DIRECTOR2025 0 $0 reported 2
Michael B Sexton Esq (former) DIRECTOR2014-2024 0 $0 reported 2
Candace Johnson (former) DIRECTOR2014-2024 0 $0 reported 2
Mary T Bassett Md (former) PRESIDENT (THROUGH 1/2023)2021-2022 2 $0 reported 2
Marybeth Hefner (former) SECRETARY / TREASURER2014-2019 2 $0 reported 2
Bradley Hutton (former) VICE PRESIDENT2019 2 $0 reported 2
David Hernandez (former) DIRECTOR2014-2019 0 $0 reported 2
Kunle Odunsi (former) DIRECTOR2016-2019 0 $0 reported 2
Sally Dreslin (former) VICE PRESIDENT2015-2018 5 $0 reported 2
Magdalena Ramirez (former) DIRECTOR2014-2018 0 $0 reported 2
James Dering Esq (former) DIRECTOR2014-2015 0 $0 reported 2
Dale L Morse Md (former) DIRECTOR2015 0 $0 reported 1
Sue E Kelly (former) FORMER VICE PRESIDENT2014 5 $0 reported 2
Donald L Trump Md (former) FORMER DIRECTOR2014 0 $0 reported 2

People by year

2025 · 10 people listed · 3 paid, $504K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ELIZABETH WOOD EXECUTIVE DIRECTOR1 $0$190,252$72,193 $262,4452
TERESA MAKAROWSKY CORPORATE CONTROLLER1 $0$161,051$70,188 $231,2392
MICHAEL NAZARKO VICE PRESIDENT2 $0$10,500$0 $10,5002
JAMES V MCDONALD PRESIDENT2 $0$0$0 $02
ANDREW RUBY SECRETARY/TREASURER2 $0$0$0 $02
TIM REYNOLDS DIRECTOR0 $0$0$0 $02
JUSTIN P RUNKE ESQ DIRECTOR0 $0$0$0 $02
MARY APPLEGATE DIRECTOR0 $0$0$0 $02
MARY BETH HEFNER DIRECTOR0 $0$0$0 $02
RUSSEL KUON DIRECTOR0 $0$0$0 $02
2024 · 12 people listed · 4 paid, $670K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ELIZABETH WOOD EXECUTIVE DIRECTOR (START 8/2024)1 $0$172,453$63,388 $235,8412
TERESA MAKAROWSKY CORPORATE CONTROLLER1 $0$161,894$56,907 $218,8012
CHERYL MATTOX EXECUTIVE DIRECTOR (THRU 9/2024)1 $0$161,522$50,474 $211,9962
MICHAEL NAZARKO VICE PRESIDENT2 $0$3,780$0 $3,7802
JAMES V MCDONALD PRESIDENT2 $0$0$0 $02
ANDREW RUBY SECRETARY/TREASURER2 $0$0$0 $02
CANDACE JOHNSON DIRECTOR0 $0$0$0 $02
TIM REYNOLDS DIRECTOR0 $0$0$0 $02
JUSTIN P RUNKE ESQ DIRECTOR0 $0$0$0 $02
MARY APPLEGATE DIRECTOR0 $0$0$0 $02
MICHAEL B SEXTON ESQ DIRECTOR0 $0$0$0 $02
MARY BETH HEFNER DIRECTOR0 $0$0$0 $02
2023 · 10 people listed · 2 paid, $441K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHERYL MATTOX EXECUTIVE DIRECTOR OF PLAN1 $0$176,741$56,162 $232,9032
TERESA MAKAROWSKY CORPORATE CONTROLLER OF PL1 $0$154,296$53,801 $208,0972
MICHAEL NAZARKO VICE PRESIDENT2 $0$0$0 $02
JAMES V MCDONALD PRESIDENT2 $0$0$0 $02
ANDREW RUBY SECRETARY/TREASURER2 $0$0$0 $02
CANDACE JOHNSON DIRECTOR0 $0$0$0 $02
TIM REYNOLDS DIRECTOR0 $0$0$0 $02
JUSTIN P RUNKE ESQ DIRECTOR0 $0$0$0 $02
MARY APPLEGATE DIRECTOR0 $0$0$0 $02
MICHAEL B SEXTON ESQ DIRECTOR0 $0$0$0 $02
2022 · 11 people listed · 3 paid, $445K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHERYL MATTOX EXECUTIVE DIRECTOR OF PLAN1 $0$172,407$66,161 $238,5682
TERESA MAKAROWSKY CORPORATE CONTROLLER OF PL1 $0$143,418$60,457 $203,8752
MICHAEL NAZARKO VICE PRESIDENT2 $0$2,850$0 $2,8502
MARY T BASSETT MD PRESIDENT (THROUGH 1/2023)2 $0$0$0 $02
JAMES V MCDONALD PRESIDENT (EFFECTIVE 1/2023)2 $0$0$0 $02
ANDREW RUBY SECRETARY/TREASURER2 $0$0$0 $02
CANDACE JOHNSON DIRECTOR0 $0$0$0 $02
TIM REYNOLDS DIRECTOR0 $0$0$0 $02
JUSTIN P RUNKE ESQ DIRECTOR0 $0$0$0 $02
MARY APPLEGATE DIRECTOR0 $0$0$0 $02
MICHAEL B SEXTON ESQ DIRECTOR0 $0$0$0 $02
2021 · 11 people listed · 4 paid, $537K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHERYL MATTOX EXECUTIVE DIRECTOR OF PLAN1 $0$165,786$64,842 $230,6282
TERESA MAKAROWSKY CORPORATE CONTROLLER OF PL1 $0$140,292$60,702 $200,9942
HOWARD A ZUCKER MD PRESIDENT2 $0$66,821$10,090 $76,9111
MICHAEL NAZARKO DIRECTOR0 $0$28,020$0 $28,0202
CANDACE JOHNSON DIRECTOR0 $0$0$0 $02
TIM REYNOLDS DIRECTOR0 $0$0$0 $02
JUSTIN P RUNKE ESQ DIRECTOR0 $0$0$0 $02
MICHAEL SEXTON ESQ DIRECTOR0 $0$0$0 $02
ANDREW RUBY SECRETARY/TREASURER2 $0$0$0 $02
MARY T BASSETT MD PRESIDENT2 $0$0$0 $02
MARY APPLEGATE DIRECTOR0 $0$0$0 $02
2020 · 8 people listed · 3 paid, $471K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHERYL MATTOX EXECUTIVE DIRECTOR OF PLAN1 $0$160,655$52,304 $212,9592
TERESA MAKAROWSKY CORPORATE CONTROLLER OF PLAN1 $0$133,262$48,144 $181,4062
HOWARD A ZUCKER MD PRESIDENT2 $0$66,958$9,441 $76,3991
CANDACE JOHNSON DIRECTOR0 $0$0$0 $02
TIM REYNOLDS DIRECTOR0 $0$0$0 $02
JUSTIN P RUNKE ESQ DIRECTOR0 $0$0$0 $02
MICHAEL SEXTON ESQ DIRECTOR0 $0$0$0 $02
ANDREW RUBY SECRETARY/TREASURER2 $0$0$0 $02
2019 · 11 people listed · 3 paid, $458K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHERYL MATTOX EXECUTIVE DIRECTOR OF PLAN1 $0$157,220$50,006 $207,2262
TERESA MAKAROWSKY CORPORATE CONTROLLER OF PL1 $0$130,786$44,829 $175,6152
HOWARD A ZUCKER MD PRESIDENT2 $0$65,927$9,098 $75,0251
MARYBETH HEFNER SECRETARY / TREASURER2 $0$0$0 $02
MICHAEL B SEXTON ESQ DIRECTOR0 $0$0$0 $02
CANDACE JOHNSON DIRECTOR0 $0$0$0 $02
DAVID HERNANDEZ DIRECTOR0 $0$0$0 $02
TIM REYNOLDS DIRECTOR0 $0$0$0 $02
KUNLE ODUNSI DIRECTOR0 $0$0$0 $02
JUSTIN P RUNKE DIRECTOR0 $0$0$0 $02
BRADLEY HUTTON VICE PRESIDENT2 $0$0$0 $02
2018 · 12 people listed · 3 paid, $441K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHERYL MATTOX EXECUTIVE DIRECTOR OF PLAN1 $0$153,640$48,290 $201,9302
TERESA MAKAROWSKY CORPORATE CONTROLLER OF PL1 $0$122,862$42,427 $165,2892
HOWARD A ZUCKER MD PRESIDENT10 $0$64,538$8,906 $73,4441
SALLY DRESLIN VICE PRESIDENT5 $0$0$0 $02
MARYBETH HEFNER SECRETARY / TREASURER1 $0$0$0 $02
MAGDALENA RAMIREZ DIRECTOR0 $0$0$0 $02
MICHAEL B SEXTON ESQ DIRECTOR0 $0$0$0 $02
CANDACE JOHNSON DIRECTOR0 $0$0$0 $02
DAVID HERNANDEZ DIRECTOR0 $0$0$0 $02
TIM REYNOLDS DIRECTOR0 $0$0$0 $02
KUNLE ODUNSI DIRECTOR0 $0$0$0 $02
JUSTIN P RUNKE DIRECTOR0 $0$0$0 $02
2017 · 12 people listed · 3 paid, $421K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHERYL MATTOX EXECUTIVE DIRECTOR OF PLAN1 $0$147,285$47,341 $194,6262
TERESA MAKAROWSKY CORPORATE CONTROLLER OF PL1 $0$113,994$41,015 $155,0092
HOWARD A ZUCKER MD PRESIDENT10 $0$62,689$8,651 $71,3401
SALLY DRESLIN VICE PRESIDENT5 $0$0$0 $02
MARYBETH HEFNER SECRETARY / TREASURER1 $0$0$0 $02
MAGDALENA RAMIREZ DIRECTOR0 $0$0$0 $02
MICHAEL B SEXTON ESQ DIRECTOR0 $0$0$0 $02
CANDACE JOHNSON DIRECTOR0 $0$0$0 $02
DAVID HERNANDEZ DIRECTOR0 $0$0$0 $02
TIM REYNOLDS DIRECTOR0 $0$0$0 $02
KUNLE ODUNSI DIRECTOR0 $0$0$0 $02
JUSTIN P RUNKE DIRECTOR0 $0$0$0 $02
2016 · 11 people listed · 3 paid, $401K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHERYL MATTOX EXECUTIVE DIRECTOR OF PLAN SPONSOR0 $0$139,004$46,016 $185,0202
TERESA MAKAROWSKY CORPORATE CONTROLLER OF PLAN SPONSOR0 $0$105,719$40,690 $146,4092
HOWARD A ZUCKER MD PRESIDENT10 $0$61,000$8,418 $69,4181
SALLY DRESLIN VICE PRESIDENT5 $0$0$0 $02
MARYBETH HEFNER SECRETARY / TREASURER1 $0$0$0 $02
MAGDALENA RAMIREZ DIRECTOR0 $0$0$0 $02
MICHAEL B SEXTON ESQ DIRECTOR0 $0$0$0 $02
CANDACE JOHNSON DIRECTOR0 $0$0$0 $02
DAVID HERNANDEZ DIRECTOR0 $0$0$0 $02
TIM REYNOLDS DIRECTOR0 $0$0$0 $02
KUNLE ODUNSI DIRECTOR0 $0$0$0 $02
2015 · 12 people listed · 3 paid, $355K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHERYL MATTOX EXECUTIVE DIRECTOR OF PLAN SPONSOR0 $0$124,750$46,474 $171,2242
TERESA MAKAROWSKY CORPORATE CONTROLLER OF PLAN SPONSOR0 $0$95,948$44,059 $140,0072
HOWARD A ZUCKER MD PRESIDENT10 $0$38,008$5,701 $43,7091
SALLY DRESLIN VICE PRESIDENT5 $0$0$0 $02
MARYBETH HEFNER SECRETARY / TREASURER1 $0$0$0 $02
JAMES E DERING ESQ DIRECTOR0 $0$0$0 $02
DALE L MORSE MD DIRECTOR0 $0$0$0 $01
MAGDALENA RAMIREZ DIRECTOR0 $0$0$0 $02
MICHAEL B SEXTON ESQ DIRECTOR0 $0$0$0 $02
CANDACE JOHNSON DIRECTOR0 $0$0$0 $02
DAVID HERNANDEZ DIRECTOR0 $0$0$0 $02
TIM REYNOLDS DIRECTOR0 $0$0$0 $02
2014 · 12 people listed · 3 paid, $364K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BARBARA RYAN EXECUTIVE DIRECTOR OF PLAN SPONSOR0 $0$145,529$29,542 $175,0712
CHERYL A MATTOX DIRECTOR OF CORPORATE FINANCE OF PLAN SPONSOR0 $0$117,999$43,245 $161,2442
NIRAV R SHAH MD MPH FORMER PRESIDENT10 $0$23,462$4,598 $28,0602
HOWARD A ZUCKER MD PRESIDENT10 $0$0$0 $01
SUE E KELLY FORMER VICE PRESIDENT5 $0$0$0 $02
MARYBETH HEFNER SECRETARY / TREASURER1 $0$0$0 $02
JAMES E DERING ESQ DIRECTOR0 $0$0$0 $02
MAGDALENA RAMIREZ DIRECTOR0 $0$0$0 $02
MICHAEL B SEXTON ESQ DIRECTOR0 $0$0$0 $02
DONALD L TRUMP MD FORMER DIRECTOR0 $0$0$0 $02
CANDACE JOHNSON DIRECTOR0 $0$0$0 $02
DAVID HERNANDEZ DIRECTOR0 $0$0$0 $02

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990 period ending 2026-03-31 · view filing · original 990 ↗
$12,117,464$3,409,761 $140,025,758$140,013,749 $0$2,540,701 $000
2024 · Form 990 period ending 2025-03-31 · view filing · original 990 ↗
$23,312,393$3,275,369 $125,179,359$125,167,386 $0$2,979,809 $000
2023 · Form 990 period ending 2024-03-31 · view filing · original 990 ↗
$4,724,092$2,912,970 $120,325,911$120,325,911 $0$2,519,598 $000
2022 · Form 990 period ending 2023-03-31 · view filing · original 990 ↗
$7,551,751$2,981,639 $105,246,544$105,246,544 $0$2,384,538 $000
2021 · Form 990 period ending 2022-03-31 · view filing · original 990 ↗
$11,680,215$2,839,909 $111,523,561$111,523,561 $0$2,261,422 $000
2020 · Form 990 period ending 2021-03-31 · view filing · original 990 ↗
$7,820,890$2,487,213 $110,350,727$110,350,727 $0$2,271,430 $000
2019 · Form 990 period ending 2020-03-31 · view filing · original 990 ↗
$5,745,152$2,600,133 $82,515,794$82,515,794 $0$2,262,215 $000
2018 · Form 990 period ending 2019-03-31 · view filing · original 990 ↗
$9,443,432$2,691,853 $88,230,725$88,230,725 $0$2,303,622 $000
2017 · Form 990 period ending 2018-03-31 · view filing · original 990 ↗
$3,906,827$2,544,395 $88,859,274$88,859,274 $0$2,199,789 $000
2016 · Form 990 period ending 2017-03-31 · view filing · original 990 ↗
$4,170,412$2,387,664 $81,702,212$81,702,212 $0$2,151,883 $000
2015 · Form 990 period ending 2016-03-31 · view filing · original 990 ↗
$3,327,070$1,950,272 $74,013,009$74,013,009 $0$2,112,489 $000
2014 · Form 990 period ending 2015-03-31 · view filing · original 990 ↗
$78,695,468$1,032,639 $76,061,301$76,061,301 $0$77,764,749 $000

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
RESEARCH FOUNDATION POST RETIREMENT BENEFITS PLANNYY43 $23,316,700$23,316,700 TRUSTEE$121,660 Same NTEE code Y43, revenue within 2x, same state, similar name
MONDELEZ GLOBAL LLC RETIREE HEALTH AND LIFE BENEFITS TRUSTNYY43 $12,869,760$14,088,111 TRUSTEE$2,070 Same NTEE code Y43, revenue within 2x, same state
TIAA RETIREMENT HEALTHCARE SAVINGS PLAN TRUSTNYY43 $24,199,676$3,161,837 TRUSTEE$1,500 Same NTEE code Y43, revenue within 2x, same state
FORD FOUNDATION VEBA TRUSTNYY43 $8,281,560$7,625,262 TRUSTEE (THRU 12/12/2024)$24,726 Same NTEE code Y43, revenue within 2x, same state, similar mission
ROYAL HEALTH BENEFITS TRNYY43 $22,382,796$20,022,411 Trustee$0 Same NTEE code Y43, revenue within 2x, same state
MILENIA HEALTH BENEFIT TRUSTNYY43 $7,266,927$6,405,700 Trustee$0 Same NTEE code Y43, revenue within 2x, same state
PLATINUM HOME CARE HEALTH BENEFITS TRNYY43 $9,700,650$6,124,831 Trustee$0 Same NTEE code Y43, revenue within 2x, same state
MULTIFAMILY INS TRNYY43 $10,187,900$9,294,547 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state, similar mission
MARBLE INDUSTRY TRUST FUNDNYY43 $12,202,247$12,158,307 Payroll Auditor$152,148 Same NTEE code Y43, revenue within 2x, same state, similar mission
THE YWCA RETIREMENT FUND INCNYY43 $19,949,886$38,285,230 Chief Executive Officer$481,650 Same NTEE code Y43, revenue within 2x, same state
NEW YORK UNIVERSITY VEBA TRUSTNYY43 $9,879,675$177,376 Trustee (Start date: 11/01/2024)$135,612 Same NTEE code Y43, revenue within 2x, same state
NYSUT RETIREE VEBA HEALTH FUNDNYY43 $14,390,641$12,308,674 TRUSTEE/CHAIRPERSON$345,374 Same NTEE code Y43, revenue within 2x, same state
TWU LOCAL 100 HEALTH FUNDNYY43 $22,337,428$19,152,850 TRUSTEE$252,416 Same NTEE code Y43, revenue within 2x, same state
AMALGAMATED TRANSIT WORKERS LOCAL 854 HEALTH BENEFIT FUNDNYY43 $6,560,605$6,532,851 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
ATHENS RESTAURANT EMPLOYEES HEALTH INS FUNDNYY43 $7,718,887$7,197,330 TRUSTEE$2,750 Same NTEE code Y43, revenue within 2x, same state
DOMINION RESOURCES SERVICES INC RETIREE MEDICAL WELFARE TRNYY43 $9,779,631$3,302,147 TRUSTEE (See Schedule O)$36,723 Same NTEE code Y43, revenue within 2x, same state
MINOR LEAGUE BASEBALL TRNYY43 $21,478,681$19,639,125 Trustee$0 Same NTEE code Y43, revenue within 2x, same state
VIRGINIA HOUSING DEVELOPMENT AUTHORITY RETIREE HEALTH CARE PLANNYY43 $7,884,864$1,031,407 CHAIRMAN$0 Same NTEE code Y43, revenue within 2x, same state
STOEL RIVES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUSTNYY43 $8,803,243$8,696,461 TRUSTEE$14,500 Same NTEE code Y43, revenue within 2x, same state
NYSNA TUITION AND CONTINUING EDUCATION FUNDNYY43 $7,638,324$6,804,381 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
TEAMSTERS LOCAL 294 ALBANY AREA TRU CKING & ALLIED INDUSTRIES HEALTHNYY43 $14,960,584$15,469,392 FUND ADMINISTRATOR$133,695 Same NTEE code Y43, revenue within 2x, same state
UNITED EMPLOYEES HEALTH PLANSNYY43 $13,967,871$14,582,895 TRUSTEE (P)$77,077 Same NTEE code Y43, revenue within 2x, same state
UNITED WORKERS HEALTH FUNDNYY43 $8,201,212$5,816,867 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
AMALGAMATED UNION LOCAL 450-A WELFARE FUNDNYY43 $8,127,285$8,109,552 TRUSTEE$46,000 Same NTEE code Y43, revenue within 2x, same state
DIRECT ADVISORS TRUSTNYY43 $20,283,924$20,283,924 TRUSTEE$94,976 Same NTEE code Y43, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
JOHNS HOPKINS UNIVERSITY DAF sponsor$174,3125 12015–2020 OPHTHALMIC CONSULTANTS OF BOSTON INC HEALTH WELFARE & BENEFITS PLAN

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990 · $3,409,761 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $3,343,661--- 98.1%
Fees: investment management $66,100--- 1.9%
Total$3,409,761100%

View the filing

2024 · Form 990 · $3,275,369 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $3,189,003--- 97.4%
Fees: investment management $86,366--- 2.6%
Total$3,275,369100%

View the filing

2023 · Form 990 · $2,912,970 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,792,500--- 95.9%
Fees: investment management $120,470--- 4.1%
Total$2,912,970100%

View the filing

2022 · Form 990 · $2,981,639 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,864,755--- 96.1%
Fees: investment management $116,884--- 3.9%
Total$2,981,639100%

View the filing

2021 · Form 990 · $2,839,909 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,727,083--- 96.0%
Fees: investment management $112,826--- 4.0%
Total$2,839,909100%

View the filing

2020 · Form 990 · $2,487,213 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,377,895--- 95.6%
Other (as described)MISCELLANEOUS $109,318--- 4.4%
Total$2,487,213100%

View the filing

2019 · Form 990 · $2,600,133 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,493,573--- 95.9%
Other (as described)MISCELLANEOUS $106,560--- 4.1%
Total$2,600,133100%

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2018 · Form 990 · $2,691,853 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,387,496--- 88.7%
Fees: investment management $181,762--- 6.8%
Fees: other services $81,554--- 3.0%
Other (as described)MISCELLANEOUS $41,041--- 1.5%
Total$2,691,853100%

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2017 · Form 990 · $2,544,395 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,212,712--- 87.0%
Fees: investment management $247,878--- 9.7%
Fees: other services $67,505--- 2.7%
Other (as described)MISCELLANEOUS $16,300--- 0.6%
Total$2,544,395100%

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2016 · Form 990 · $2,387,664 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,080,754--- 87.1%
Fees: investment management $234,134--- 9.8%
Fees: other services $58,726--- 2.5%
Other (as described)MISCELLANEOUS $14,050--- 0.6%
Total$2,387,664100%

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2015 · Form 990 · $1,950,272 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,660,018--- 85.1%
Fees: investment management $217,512--- 11.2%
Fees: other services $55,542--- 2.8%
Other (as described)MISCELLANEOUS $17,200--- 0.9%
Total$1,950,272100%

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2014 · Form 990 · $1,032,639 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $892,545--- 86.4%
Fees: investment management $117,090--- 11.3%
Fees: other services $23,004--- 2.2%
Total$1,032,639100%

View the filing

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